Greenleaf Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
6,021
-652
| -10% | -$327K | 0.03% | 142 |
|
|
2025
Q1 | $3.11M | Sell |
6,673
-19
| -0.3% | -$8.85K | 0.03% | 142 |
|
|
2024
Q4 | $3.17M | Sell |
6,692
-22
| -0.3% | -$10.4K | 0.03% | 135 |
|
|
2024
Q3 | $3.19M | Buy |
6,714
+29
| +0.4% | +$13.8K | 0.03% | 139 |
|
|
2024
Q2 | $2.81M | Buy |
6,685
+243
| +4% | +$102K | 0.03% | 140 |
|
|
2024
Q1 | $2.53M | Buy |
6,442
+59
| +0.9% | +$23.2K | 0.02% | 147 |
|
|
2023
Q4 | $2.49M | Buy |
6,383
+490
| +8% | +$191K | 0.03% | 149 |
|
|
2023
Q3 | $1.86M | Buy |
5,893
+264
| +5% | +$83.5K | 0.02% | 169 |
|
|
2023
Q2 | $1.96M | Buy |
5,629
+938
| +20% | +$326K | 0.02% | 165 |
|
|
2023
Q1 | $1.44M | Buy |
4,691
+447
| +11% | +$137K | 0.02% | 215 |
|
|
2022
Q4 | $1.18M | Sell |
4,244
-865
| -17% | -$241K | 0.02% | 237 |
|
|
2022
Q3 | $1.24M | Sell |
5,109
-98
| -2% | -$23.8K | 0.02% | 203 |
|
|
2022
Q2 | $1.42M | Buy |
5,207
+665
| +15% | +$181K | 0.02% | 172 |
|
|
2022
Q1 | $1.53M | Buy |
4,542
+761
| +20% | +$257K | 0.02% | 175 |
|
|
2021
Q4 | $1.48M | Buy |
3,781
+226
| +6% | +$88.3K | 0.02% | 176 |
|
|
2021
Q3 | $1.26M | Buy |
3,555
+115
| +3% | +$40.8K | 0.02% | 191 |
|
|
2021
Q2 | $1.25M | Buy |
3,440
+232
| +7% | +$84.1K | 0.02% | 192 |
|
|
2021
Q1 | $958K | Buy |
3,208
+315
| +11% | +$94.1K | 0.01% | 216 |
|
|
2020
Q4 | $840K | Sell |
2,893
-21
| -0.7% | -$6.1K | 0.01% | 214 |
|
|
2020
Q3 | $845K | Buy |
2,914
+1
| +0% | +$290 | 0.01% | 189 |
|
|
2020
Q2 | $800K | Buy |
2,913
+264
| +10% | +$72.5K | 0.01% | 190 |
|
|
2020
Q1 | $560K | Buy |
2,649
+1,125
| +74% | +$238K | 0.01% | 209 |
|
|
2019
Q4 | $362K | Sell |
1,524
-29
| -2% | -$6.89K | 0.01% | 365 |
|
|
2019
Q3 | $318K | Buy |
1,553
+140
| +10% | +$28.7K | ﹤0.01% | 391 |
|
|
2019
Q2 | $276K | Buy |
1,413
+104
| +8% | +$20.3K | ﹤0.01% | 426 |
|
|
2019
Q1 | $237K | Buy |
+1,309
| New | +$237K | ﹤0.01% | 449 |
|
|
2018
Q1 | – | Sell |
-70
| Closed | -$10K | – | 617 |
|
|
2017
Q4 | $10K | Sell |
70
-42
| -38% | -$6K | ﹤0.01% | 658 |
|
|
2017
Q3 | $16K | Buy |
+112
| New | +$16K | ﹤0.01% | 614 |
|